See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,783 | $201,272-47.4% | $184,203-42.6% | $145,922-27.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 21.69% | 29.00%-7.3pp | 28.81%-7.1pp | 561.29%-539.6pp |
| Employer contribution / active EE | $5,066 | $7,022-27.9% | $6,427-21.2% | $4,660+8.7% |
| Participant deferral / active EE | $8,526 | $9,806-13.1% | $9,131-6.6% | $6,688+27.5% |
| Admin fee / account holder | $5,699 | $16,364-65.2% | $13,901-59.0% | $13,397-57.5% |